Sequoia Financial Advisors
EXPO icon

Sequoia Financial Advisors’s Exponent EXPO Stock Holding History

Sequoia Financial Advisors’s Portfolio EXPO Stock Details EXPO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$432K Sell
7,345
-86
-1% -$5.28K ﹤0.01% 1433
2026
Q1 		$485K Sell
7,431
-5,727
-44% -$407K ﹤0.01% 1298
2025
Q4 		$914K Buy
13,158
+7,551
+135% +$530K 0.01% 929
2025
Q3 		$390K Buy
5,607
+1,184
+27% +$84.6K ﹤0.01% 1253
2025
Q2 		$330K Buy
+4,423
New +$343K ﹤0.01% 1225
2023
Q2 		– Sell
-2,247
Closed -$224K – 975
2023
Q1 		$224K Buy
+2,247
New +$229K 0.01% 729

Other funds holding EXPO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Geneva Capital Management
Geneva Capital Management Milwaukee, Wisconsin $4.36B AUM 17.81% 1-Year Est. Return
Royce & Associates
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
Conestoga Capital Advisors
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Sequoia Financial Advisors's EXPO Position: Q2 2026 in Review

Sequoia Financial Advisors reduced its Exponent (EXPO) stake by 1.2% in Q2 2026, selling an estimated $5.28K and leaving 7,345 shares worth $432K. The position accounts for ﹤0.01% of the portfolio, ranked #1433.

Sequoia Financial Advisors first reported a position in EXPO in Q1 2023 and has held it in 6 quarters since. The position peaked at $914K in Q4 2025. 340 funds tracked by Wall St. Rank hold EXPO as of Q2 2026.

  • Sequoia Financial Advisors held 7,345 shares of Exponent worth $432K as of Q2 2026.
  • Sequoia Financial Advisors sold 86 Exponent shares in Q2 2026, an estimated $5.28K.
  • Exponent made up ﹤0.01% of Sequoia Financial Advisors's portfolio in Q2 2026, its #1433 holding.
  • Sequoia Financial Advisors first reported a position in Exponent in Q1 2023 and has held it in 6 quarters since.
  • Sequoia Financial Advisors's Exponent position peaked at $914K in Q4 2025.
  • 340 funds tracked by Wall St. Rank held Exponent as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.